Calls
3
Nicholas Brooks
Head of Economic and Investment Research at ICG
Win Rate
66.7%
return
+7.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 26
$98.01
+14.3%
Taiwan is also a beneficiary of the AI supply chain boom alongside South Korea, though the speaker provides less detail.
Equity Indexes
Long
Jul 26
$162.96
+15.9%
The AI infrastructure spending boom is benefiting countries that are key parts of the supply chain, notably South Korea, which is experiencing strong economic growth and wealth creation.
Equity Indexes
Long
Feb 16
$234.87
-7.4%
Germany and Europe are massively increasing infrastructure and defense spending (NATO targets). Regardless of the US election outcome, Europe is forced to re-arm. This spending is "sticky" and government-mandated, providing a floor for European defense contractors. LONG European Defense. Geopolitical de-escalation (unlikely in near term).
Germany and Europe are massively increasing infrastructure and defense spending (NATO targets). Regardless of the US election outcome, Europe is forced to re-arm. This spending is "sticky" and government-mandated, providing a floor for European defense contractors. LONG European Defense. Geopolitical de-escalation (unlikely in near term).
Thematic ETFs
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Nicholas Brooks has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: ITA, EWY, EWT.
